Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]

Core Insights - The article introduces Jack Dupuy, CFA, as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] - Dupuy's investment philosophy is shaped by a competitive drive and intellectual curiosity, transitioning from banking to investment management, where he manages three distinct common stock strategies [2] - The approach combines a top-down and bottom-up framework, focusing on macro themes over a 3-5 year horizon and fundamental analysis for security selection [2] Investment Strategy - The investment strategy is influenced by the discipline learned from sports, particularly baseball, emphasizing high-probability setups and the importance of compounding returns over time [2] - The goal is to provide transparent and thought-provoking analysis, catering to investors at various stages of their investment journey [2]

Core Insights - Neuberger Berman was established in 1939 with the primary goal of delivering compelling long-term investment results for clients [1] - The firm operates with a culture focused on fundamental research, investment insight, and continuous innovation [1] - Neuberger Berman manages a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] Company Overview - The firm has a global presence with offices in 39 cities across 26 countries [1] - Neuberger Berman employs 763 investment professionals and a total of 2,850 employees [1] - The company has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey since 2014 [1] Investment Philosophy - As a private, independent, employee-owned investment manager, Neuberger Berman is aligned with the long-term interests of clients [1] - The firm has no external parent or public shareholders, allowing it to focus solely on its core mission [1] - Employee compensation is directly linked to team and firm strategies, fostering a collaborative investment approach [1] Financial Metrics - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]

Core Insights - Neuberger Berman was established in 1939 with the primary goal of delivering compelling long-term investment results for clients [1] - The firm operates with a culture focused on deep fundamental research, investment insight, and continuous innovation [1] - Neuberger Berman manages a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] Company Overview - The firm has a global presence with offices in 39 cities across 26 countries [1] - Neuberger Berman employs 763 investment professionals and a total of 2,850 employees [1] - The company has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey since 2014 [1] Investment Philosophy - As a private, independent, employee-owned investment manager, Neuberger Berman is aligned with the long-term interests of clients [1] - The firm has no external parent or public shareholders, allowing it to focus solely on its core mission [1] - Employee compensation is directly linked to team and firm strategies, fostering a collaborative investment approach [1] Financial Metrics - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]

Core Insights - First Abu Dhabi Bank (FAB) has signed a Memorandum of Understanding (MoU) with Amundi to enhance its investment management offerings in the Gulf Cooperation Council (GCC) region [1][2] - The partnership aims to provide a diverse range of investment solutions across various client segments, including private, retail banking, and institutional investors [2][3] - This collaboration is expected to strengthen FAB's position as a global bank in the UAE and support Amundi's strategy to expand its presence in high-potential markets like the Middle East [3][5] Group 1 - The MoU will combine the strengths and expertise of FAB and Amundi to deliver tailored financial solutions to investors in the GCC's asset management sector [1][2] - FAB's CEO emphasized that this partnership is a significant step in advancing the bank's investment capabilities and providing best-in-class asset management solutions [2][3] - The collaboration is Amundi's first in the UAE, indicating a strategic move to tap into the region's growing financial market [3][5] Group 2 - In a related development, Moneybox, a UK-based digital wealth management platform, has partnered with Amundi to launch three investment funds targeting pension customers [4] - The funds will leverage Moneybox's customer-centric product design and Amundi's expertise in multi-asset and ETF management, catering to varying risk and return profiles for retirement planning [4]

Core Viewpoint - Neuberger Berman Real Estate Securities Income Fund Inc. has declared a distribution of $0.0312 per share, payable on December 31, 2025, with a record and ex-date of December 15, 2025 [1]. Distribution Details - The Fund anticipates regular monthly distributions of $0.0312 per share, subject to market conditions, but there is no guarantee of maintaining this amount [2]. - Future distributions may include net investment income, net realized capital gains, and return of capital, with compliance to Section 19 of the Investment Company Act of 1940 for any distribution not solely consisting of net investment income [3]. Company Overview - Neuberger Berman is an employee-owned, independent investment manager founded in 1939, managing $558 billion across various asset classes for global institutions, advisors, and individuals [4]. - The firm emphasizes active management, fundamental research, and engaged ownership, and has been recognized as the 1 Best Place to Work in Money Management for eleven consecutive years [4].

Avantax Advisory Services Inc. raised its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 8.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,459 shares of the investment management company’s stock after purchasing an additional 2,001 shares during the period. Avantax Advisory Services Inc.’s holdings in The Goldman Sachs Group were worth $18,019,000 as of its most recent filing with the Securities and Ex ...

Core Insights - The article discusses the background and aspirations of an undergraduate student pursuing a degree in Electrical Engineering and Economics, highlighting a keen interest in equity research and investment management [1]. Group 1: Educational Background and Interests - The individual is studying Electrical Engineering and Economics, indicating a strong analytical foundation [1]. - There is a focus on equity research, with an aim to build a career in investment management or investment banking [1]. - The approach to evaluating investment opportunities is sector agnostic, suggesting a broad perspective on market analysis [1]. Group 2: Investment Philosophy and Strategy - The individual has learned about investing primarily through reading investment philosophy books and engaging in discussions with peers [1]. - Experience in working on equity research reports is noted, along with an interest in quantitative strategies such as portfolio optimization [1]. - The investment horizon is defined as short to medium-term, ranging from 1 to 5 years, with a focus on identifying companies before their fair price is recognized by the market [1].